Volume 7 Number 1

Volume 7 Issue 1

Investment

SINEAD RAFFERTY | Comments | FRIDAY, 19 JUN 2020

The recovery we have seen in the share markets since the low on 23 march 2020 has been the fastest rebound in history. Yet the economic data has been dire, with unemployment rising rapidly and both manufacturing ... The ... Read more

Realising the benefits of managed accounts

JASON KOMADINA | Comments | TUESDAY, 18 AUG 2020

Making the most of introducing managed accounts into a financial advice practice will take a journey of two to three years. It's a process that involves defining the firm's value proposition ... Making ... Read more

Platforms and responsible investing

HUB24 PTY LTD | Comments | MONDAY, 14 SEP 2020

This paper brings together the perspectives gathered by HBU24 of financial advisers, investment managers and research houses who have provided their thoughts on the state of the market, how they are ... Read more

Transitioning to managed accounts

MARTIN MORRIS | Comments | MONDAY, 19 OCT 2020

Completing a successful transition to managed accounts can be a difficult and, at times, quite a confronting experience. The transition journey isn't as simple as the traditional experience of moving ... Completing ... Read more

Developing efficiencies via managed accounts

MARK JOHNSTON | Comments | MONDAY, 16 NOV 2020

Financial advisers' use of managed accounts continues to grow from strength to strength. The perceived suitability of managed accounts continues to broaden, with more advisers saying they see these ... Financial ... Read more

Latest News


Coolabah to manage Contango fund KANIKA SOOD Christopher Joye's Coolabah Capital has been appointed to manage a floating-rate bond fund from Contango Asset Management.	Acadian reduces fees ELIZA BAVIN Acadian Asset Management has reduced fees for several of the funds it, and its parent company, manage in Australia.

Climate change-focused fund introduced RACHEL ALEMBAKIS Aviva Investors has launched a climate-change related fund that tilts towards companies transitioning to a low carbon economy.	EQT wins custody mandate KARREN VERGARA Equity Trustees has scored a custody mandate from an $850 million REIT.

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Cut through

KAREN MCLEOD
PRACTICE PRINCIPAL
ETHICAL INVESTMENT ADVISERS PTY LTD

Ethical Investment Advisers principal adviser Karen McLeod shares how the bespoke models her firm built from scratch are helping her clients make a difference. Jamie Williamson writes.

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Expert Feed

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Simon Carrodus Solicitor Director The Fold Legal	Damian Cilmi Head of Investment Managers and Governance Praemium	Chris Donohoe Chief Executive Officer APIR Systems Pty Ltd	Tim Sparks Head of Sales and Marketing Bell Direct
Playing chicken: The myth of conflicted remuneration loopholes	A managed account for all market conditions	Market turbulence unlikely to impact fund registrations	Managed accounts in a post COVID-19 world
Conflicted remuneration is currently under the microscope and ASIC is taking action against those who try to use loopholes to avoid the prohibition. In ...	The business efficiency and client engagement advantages of managed accounts have long been espoused; however, recent months have highlighted another ...	The number of financial products - including managed accounts, traditional managed funds and superannuation funds - is resilient regardless of market ...	There's no mistaking 2020 has been unprecedented. Investors across the globe, at all levels of expertise, are feeling the shockwaves roll through their ...
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